NVIDIA Tightens China Chip Sales, Expands AI Footprint

12 min•10 januari 2026

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In this episode, we discuss NVIDIA's new upfront payment policy for H200 AI chips sold in China and the geopolitical factors influencing these decisions. We also explore NVIDIA's expansion into "physical AI" through partnerships with companies like Caterpillar and their involvement in cutting-edge projects like fusion reactors.

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